Client follow up flowchart

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Md.Mahamudul Hasan Babu

In the sales departments you must be followed these steps to open he sales.

Sales

Client Follow Up Flowchart:
Source of Clients/ Client's
Database/ Collection of
Database from Differents
Sources
Preparing Database Sheet
[Excel, Word, PDF,
Google Sheet, CRM, Etc]
Follow Up the clients by
Cold Call, Call, Email,
Text, Message, Etc and
Note the Potentiality
Update the Follow Up
Result in
Database/Update on the
Meeting Sheet/Google
Sheet
Meeting with the Clients
and Attending
Presentation/Collecting
the Requirements
Pre Sales Follow Up-
Financial Proposal
Submission-Stay in Their
Touch-After Sale Follow-
Up

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